Latest reports
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Analyst ReportBTwatch Analyst Report #374 - May 2026
Key stories include: The second coming of BT | NVIDIA tapped for autonomy | Network slicing gets commercial | Taking aim at sovereignty wild west | Openreach gets NiCE with AI | and much more…
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Analyst ReportTelefónicawatch Analyst Report #202 – May 2026
Key stories include: Sell-off sees Telefónica go ex-Mexico | Defence alliance with Indra mooted | Group looks to edge into new markets | Tech pulls up SOCs with AI upgrade | New O2 boss makes mark with reorg | and much more…
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Analyst ReportVodafonewatch Analyst Report #246 - May 2026
Key stories include: Vodafone swoops on UK JV | Vi earns gov debts reprieve | INWIT eyes up Wind Tre assets | Pairpoint’s edge data centre R&D | Safaricom rides m-money wave | and much more…
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Analyst ReportVodafonewatch Analyst Report #245 - April 2026
Key stories include: Arqit gets fast-tracked | Vi accelerates 5G push | Towers showdown in Italy | Partner Markets refresh | MAZIV gets ‘informal’ | and much more…
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Analyst ReportBTwatch Analyst Report #373 - April 2026
Key stories include: Ofcom remaps UK regulatory landscape | BT looks to affect 6G R&D roadmap | Ericsson in for network slicing go‑live | ESN gets new deadlines | Openreach innovates with Google Cloud | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #153 - April 2026
Key stories include: Höttges plots course through ‘poly-crises’ | Starlink ties extended to Europe | Group Board receives AI-era update | Product & Tech boss stuns DT with exit | DT and T-Mobile align on ‘open’ 6G | and much more…
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Analyst ReportTelefónicawatch Analyst Report #201 – March - April 2026
Key stories include: Spotlight on Murtra’s 2030 vision | More Hispam exits completed | nexfibre goes big on UK infra | Red Hat nets twin cloud deals | Vivo highlights FMC ambitions | and much more…
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Analyst ReportVodafonewatch Analyst Report #244 - March 2026
Key stories include: Q3: more of the same as core OpCos wobble | AI-RAN gets real at MWC | Vodafone exits Dutch JV | D2D venture signs first customers | Safaricom deal attracts political scrutiny | and much more…
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Analyst ReportBTwatch Analyst Report #372 - February 2026
Key stories include: Q3: Kirkby bullish as pressure rises | Competition hits on all fronts | CEO shuffle: Burger, Selley, Milligan rotate | Burger lays out ‘radical’ International plan | Openreach pushes through line losses | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #152 - February 2026
Key stories include: EC’s latest Act received mixed ratings | ‘T’ marque nears $100bn status | DT targets 1m fibre signups in 2026 | T-Mobile seeks 6G era dominance | Amdocs, Netcracker net US deals | and much more…
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Analyst ReportTelefónicawatch Analyst Report #200 – January 2026
Key stories include: Colombian offload nears wrap-up | Mixed reviews for EC’s new Act | Hispam B2B assets jettisoned | Spanish RANco plan in gestation | Double vision on Gigafactory | and much more…
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Analyst ReportBTwatch Analyst Report #371 - January 2026
Key stories include: BT slims down stateside | Openreach sharpens commercial edge | Charting a course to self-healing networks | ESN rollout advances | Openreach welcomes MDU ‘barrier-busting’ | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #151 - January 2026
Key stories include: T.Capital takes shine to Lovable | DTCP’s maincubes borrows big | T-Satellite stays work-in-progress | Telekom wants to keep copper | T-Mobile maintains 5G lead | and much more…
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Analyst ReportVodafonewatch Analyst Report #243 - January 2026
Key stories include: Cohere joins Vodafone investment stable | Franchise ‘scandal’ gets political | SpaceMobile goes LEO | Pairpoint enters ‘new phase’ | Partner Market puts and takes | and much more…
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Analyst ReportTelefónicawatch Analyst Report #199 – December 2025
Key stories include: EC sets Gigafactory tender date | NATO enlisted in defence push | Redundancy scheme refined | Germany: 5G confusion reigns | Prosegur JV plots new course | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #150 - December 2025
Key stories include: DT and OpenAI seek CX alpha | EC makes a Gigafactory date | Group on attack in defence | German 5G award confusion | Ex-CTO Choi on AI-RAN prep | and much more…
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Analyst ReportVodafonewatch Analyst Report #242 - December 2025
Key stories include: CEO: growth ‘in our hands’ | Dutch towers sale kicks off | SpaceMobile stake reaches $1bn | Germany: turning a corner? | Vodacom bets on Safaricom future | and much more…
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Analyst ReportBTwatch Analyst Report #370 - December 2025
Key stories include: H1: competitive pressures bite | BT taps Starlink for rural connectivity | Consumer holds the line | B2B finally reaches ‘start-line’ of bounce-back | Kirkby downplays Openreach role in altnet M&A | and much more…
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Analyst ReportTelefónicawatch Analyst Report #198 – November - December 2025
Key stories include: Telefónica cuts way through five-year plan | Board stalwart de Paz joins exec ranks | UK JV nexfibre eager for M&A action | Telefónica scores football rights renewal | VM O2 cosies up to Starlink on D2D | and much more…
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Analyst ReportDeutsche Telekomwatch Analyst Report #149 - November - December 2025
Key stories include: Unease over competition clouds Q3 | Höttges reassures over AI infra cost | EU tech execs rehoused in DT centre | Vodafone in sights amid German reset | OTE could lose Greek fibre top spot | and much more…